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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1226
Cooper Financial Group
California
$1.69M -$407K -1,221 -22%
ANB
1227
Amarillo National Bank
Texas
$1.68M – – –
SC
1228
Solstein Capital
California
$1.68M +$36.7K +110 +3%
CWP
1229
Cyndeo Wealth Partners
Florida
$1.68M -$3.67K -11 -0.3%
OHIS
1230
Oak Harvest Investment Services
Texas
$1.67M -$4K -12 -0.3%
SIA
1231
Sit Investment Associates
Minnesota
$1.67M – – –
FAM
1232
Flaharty Asset Management
Florida
$1.67M -$16.7K -50 -1%
UF
1233
Univest Financial
Pennsylvania
$1.66M +$8.67K +26 +0.6%
FRA
1234
Frank Rimerman Advisors
California
$1.66M -$355K -1,064 -20%
AO
1235
Advisor OS
Illinois
$1.66M +$310K +930 +28%
MI
1236
Motiv8 Investments
Florida
$1.65M – – –
TCWM
1237
Total Clarity Wealth Management
Illinois
$1.65M -$38.7K -116 -3%
ST
1238
Smithfield Trust
Pennsylvania
$1.65M – – –
RCM
1239
RNC Capital Management
California
$1.65M -$9.33K -28 -0.7%
CV
1240
Counterweight Ventures
North Carolina
$1.65M +$48K +144 +4%
FHA
1241
Flagship Harbor Advisors
Massachusetts
$1.65M -$36.3K -109 -3%
FTC
1242
Farmers Trust Company
Ohio
$1.65M -$112K -335 -7%
TLP
1243
Trinity Legacy Partners
Texas
$1.64M +$1.33K +4 +0.1%
EFA
1244
Evernest Financial Advisors
Indiana
$1.64M +$100K +300 +8%
WAM
1245
Werlinich Asset Management
Connecticut
$1.64M – – –
UOC
1246
UBS O'Connor
Illinois
$1.63M +$1.4M +4,200 New
WP
1247
Wealthspan Partners
Iowa
$1.63M -$10.7K -32 -0.8%
SCM
1248
Sterling Capital Management
North Carolina
$1.62M +$62.3K +187 +5%
AAM
1249
Aureus Asset Management
Massachusetts
$1.62M – – –
AWA
1250
Acorn Wealth Advisors
Michigan
$1.62M +$3.67K +11 +0.3%
48 49
50
51 52